Jersey Shore Financial Advisors LLC

About us

Mission & Values

Our Promise

Experience

Community involvement

Who we serve

The family steward

Individuals in transition

Mature families

Satisfaction poll

Compatibility survey

Client log in

Why fee-only?

Your interests first

JSFA Process

Goals and Objectives

Financial Planning

Tax Planning

Investment Management

Education Planning

Employee Benefits

Estate Planning

JSFA Events

Focus Groups

Public Seminars

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Resources

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In print

Presentations

Roth conversion

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Disclosure

Privacy

ADV Part II

Contact us

I’m looking for specific feedback on a presentation I will be delivering in the new year regarding how to select a financial advisor. I want to verify my message and assumptions are on target, your participation and honest assessment is invaluable to me. If you are willing to help I’m paying $50 for your time, I’ll be outlining the presentation, then we’ll have a group discussion, then a short, (5-7 question) written questionnaire. Please review the following list to see if you have the right stuff!
Criteria:
•  Born before 1960
•  
Two income family
• 
Concerned about parents/in-laws
• 
Able to share candid feedback
• 
Willing to help a fellow professional/business owner

There is no fee or obligation to participate in the group, you will not be asked to purchase anything. 
This is not a sales presentation.
I’m looking for honest feedback that will help my business.  I’m willing to pay and feed you for your help.


Focus Group Registration





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Fee-only -- because your best interests always come first.